Active managers try to outperform benchmark indices through numerous strategies, with mixed results. Passive managers cannot outperform benchmark indices but track them closely and at a much lower cost than active management.

Open vs. Proprietary

Some TDF providers only utilize proprietary funds as the building blocks of their TDF, trying to control risk exposures. Others try to select best-in-class funds as the building blocks, regardless of the fund company.

Non Traditional Asset Classes

Some TDFs simplify their asset allocation by limiting assets to US equities, US bonds and Cash. Others use many different non-traditional asset classes from around the globe in an effort to reduce risk through diversification.

Landing Point (To vs. Through)

Some TDFs reach their minimum-risk allocation at (or before) age 65, while others continue to de-risk through retirement to as long as 30 years (age 95). The behavior of your participant base should drive this decision.

Glide Path Shape (Retirement Risks)

Each TDF addresses the 3 retirement risks in a different balance (Longevity, Volatility, Inflation). The optimal combination considers participant demographics and behaviors in addition to sponsor views and objectives.

2. Suitability overview & selection

Generate a custom scoring system based on Suitability Criteria preferences. Interactively navigate the ranked universe of TDFs.

3. Reporting

Top scoring TDFs are presented in a visually intuitive format with an extensive range of charts and statistics for accurate decision-making. Generate current vs. proposed comparative reports.

TDF due diligence

Delivering a comprehensive competitor analysis and flexible reporting solution to support the unique needs of TDF product and sales teams at asset management firms.

1. COMPETITOR ANALYSIS

2. SALES SUPPORT

1. TDF competitor analysis

See how your products stack up against other TDF families through an interactive, easy to use dashboard. Ability to compare quantitative and qualitative metrics at the vintage or family level for both mutual funds and collective investment trusts.